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Solicitors Fundamentals

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Virtual
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Mar
29
Wed
-
Mar
30
Thu
10:00
-
PM
15:00BST
Schedule Type Title: Weekdays
Sessions: 2
Session Hours: 10.00
Description
ICAEW's Virtual Solicitors Fundamentals is a two day online event to get up to speed with the SRA Account Rules that Solicitors are required to know. Please see the information below to decide which day is most suited to yourself.
Please choose from the dates below to view more details.
Solicitors Fundamentals 2023
Event Details

On Demand - Advanced Solicitors Fundamentals - 30 March 2023

£180.00 + VAT
Available
On Demand
All Locations
All Categories
Mar
30
Thu
10:00
-
15:00 BST
Schedule Type Title: Weekdays
Schedule Description: This advanced session is aimed at senior managers and partners in practice advising and mentoring law firm clients through
Sessions: 1
Session Hours: 5.00
Zoom
Description
This advanced session is aimed at senior managers and partners in practice advising and mentoring law firm clients
Book here
Date and time Location
Recorded on 30/03/2023 Zoom

Event Information

Aimed at those who already have a good working knowledge of the SRA Accounts Rules, this session will cover:

  • A brief reminder of the content of the 2019 SRA Accounts Rules and guidance.
  • A deeper look at the critical areas – in particular:
    • Provision of prohibited banking facilities
    • Residual balances
    • Taking money for fees and disbursements
  • What areas Reporting Accountants should be focusing their work on
  • Lessons learned in the last year
  • Reportable vs. non reportable breaches of the rules
  • The role of the COFA and how we should be advising them
  • Common compliance questions from law firms
  • Other hot topics and issues on the minds of law firms

Reasons to attend 

  • A refresher for those who are already familiar with the Accounts Rules.
  • Will fill in the gaps for anybody who is unaware of guidance issued since the rules were released.
  • Gives pointers on the key areas that Reporting Accountants should be focusing on and areas they should be advising their clients.
  • Shares insights and lessons that Reporting Accountants have seen emerging over the past year or so, particularly around where Reporting Accountants have been qualifying their reports

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

ICAEW's terms and conditions for events

Advanced Solicitors Fundamentals
Please note that the programme is subject to change

Time Session
10:00 Update on the 2019 SRA Accounts Rules and guidance
11:15 Key areas of risk
12:00 Lunch
13:00 Guidance for the Reporting Accountant
13:45 The role of the COFA
14:15 Financial stability and working capital management
14:45 Other observations across the legal sector
15:00 Event close

Ian Johnson, Associate Partner, Hazlewoods LLP
Ian is a qualified accountant and auditor and has spent his professional life working almost exclusively with law firms, ranging from small sole practitioners to large international LLPs, Limited Companies and PLCs. Ian spent a number of years as an auditor at a Big 4 accountancy firm, working with some of the UK’s largest law firms. He then spent more than 15 years as a legal sector specialist and is currently part of the Executive Council of The Institute of Legal Finance and Management (ILFM) and Vice Chair of the ICAEW Solicitors Advisory Committee.

Luke Dickinson, SRA Account Rules Specialist, Hazlewoods LLP
Luke Dickinson is an SRA Accounts Rules specialist for Hazlewoods. He provides advice and training to legal firms throughout England and Wales.
Luke currently works in the SRA Accounts Rules arm of Hazlewoods Legal team. Having provided advice for legal firms within Hazlewoods for almost seven years, he is well placed to deal with any Accounts Rules queries that may face law firms.

This event is run by the ICAEW Solicitors Community. Find out more about the benefits of joining the community here

Rate Early bird price until 14/02/23 Price from 15/02/23
Community Member/Subscriber - Solicitors £98 +VAT £135 +VAT
ICAEW member £98 +VAT £135 +VAT
Non Member £130 +VAT £180 +VAT

 

Further discounts
When you purchase 5 or more tickets, you will automatically receive 20% off at checkout.

*20% group discount is applied automatically at checkout.
**Discounts cannot be used in conjunction with other promotions.

This event requires participant information to register. Please login and/or fill in the participants information.
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